Get Started in 3 Simple Steps

Financial Freedom

  1. Schedule an Intro Call

    We’ll get to know each other, answer your questions about how we work with clients, and make sure we’re the right fit to support you with the challenges you’re facing!
    ✔️ No pressure
    ✔️ No cost
    ✔️ 100% Confidential
    ✔️ 0% Judgement

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2. Complete Your Freedom Kickstart

Following our introductory call, each of our clients starts with a Freedom Kickstart. We’ll guide you through a simple process, composed of:
✔️ A questionnaire & data gathering (It’s ok if things aren’t perfect— we can help with this!) ~1 hour
✔️ A high-impact (virtual) strategy session to review your financial picture, explore your aspirations and concerns and map out your next steps to move you forward towards your goals. ~90 minutes

You’ll leave with:
✔️ A clear understanding of your current financial situation
✔️ Actionable steps to address your most pressing concern

Investment: $385

Please note that the Freedom Kickstart does not include specific investment advice, which is provided as part of our comprehensive planning services through Core Planning (see below).

3. Choose Your Approach

Following your Kickstart, you’ll have options. We'll talk about the level of support that works best for you, based on your goals, timeline, and comfort level. Options include:

✔️ Do It Yourself (DIY) – Move forward using the insights and action steps from your Kickstart.

✔️ Project-Based Support – Get one-on-one support to help you stay on track and reach your goals faster through our 12 week Freedom Blueprint

✔️ Ongoing Support – If you’re looking for a partner to support you for the long run as you navigate life’s transitions, we offer ongoing planning and support through Core Planning. This includes planning for major goals like family, education, career transitions, financial independence, investments and taxes.

When we work together, we are on your team—helping you navigate life’s changes as they come and coordinating with other professionals as needed so nothing falls through the cracks.

Let’s explore how we can help.

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